Sharkey, Howes & Javer
DENVER CO · SEC CIK 0001642246
$8.29亿2026Q2 申报市值
163持仓数
52.8%前十大占比 · 第一大 15.0%
11 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$4,278.25万
IALT 新建仓+$2,427.12万
GGOV 新建仓+$1,588.53万
CORO 加仓+$1,002.19万
IUSB 加仓+$996.31万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$2,467.92万
EFV 减仓-$1,340.27万
IAGG 减仓-$1,321.12万
IEMG 减仓-$958.60万
SPY 减仓-$703.12万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $66.57万 | 0.08% | 1,807 | -1,793 | -49.8% | -$66.05万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $66.02万 | 0.08% | 29,474 | -35,971 | -55.0% | -$80.58万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $65.84万 | 0.08% | 20,763 | 49 | 0.2% | $1,554 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $61.75万 | 0.07% | 10,709 | -1,081 | -9.2% | -$6.23万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $59.72万 | 0.07% | 17,648 | 1,856 | 11.8% | $6.28万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $56.92万 | 0.07% | 11,297 | -2,219 | -16.4% | -$11.18万 | 减仓 |
| — | EXXON MOBIL CORP | $56.49万 | 0.07% | 4,132 | -325 | -7.3% | -$4.44万 | 减仓 |
| AGG | ISHARES TR | $56.04万 | 0.07% | 5,662 | -167 | -2.9% | -$1.65万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $54.95万 | 0.07% | 6,706 | 842 | 14.4% | $6.90万 | 加仓 |
| RTX | RTX CORPORATION | $54.25万 | 0.07% | 2,859 | 2 | 0.1% | $379 | 加仓 |
| SPYG | SPDR SERIES TRUST | $49.84万 | 0.06% | 4,189 | -1,472 | -26.0% | -$17.52万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $49.52万 | 0.06% | 26,161 | -24,587 | -48.4% | -$46.54万 | 减仓 |
| IQDG | WISDOMTREE TR | $48.78万 | 0.06% | 11,323 | -658 | -5.5% | -$2.83万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $48.51万 | 0.06% | 9,049 | 3 | 0.0% | $161 | 加仓 |
| ESGD | ISHARES TR | $48.31万 | 0.06% | 4,699 | -3,214 | -40.6% | -$33.04万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $47.25万 | 0.06% | 21,178 | -1,346 | -6.0% | -$3.00万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $46.15万 | 0.06% | 10,125 | -4,442 | -30.5% | -$20.25万 | 减仓 |
| IWM | ISHARES TR | $45.75万 | 0.06% | 1,523 | -65 | -4.1% | -$1.95万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $45.38万 | 0.05% | 2,450 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $45.06万 | 0.05% | 17,177 | -19,722 | -53.4% | -$51.73万 | 减仓 |
| GOOG | ALPHABET INC | $43.99万 | 0.05% | 1,245 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $43.84万 | 0.05% | 469 | 1 | 0.2% | $935 | 加仓 |
| HD | HOME DEPOT INC | $42.95万 | 0.05% | 1,218 | 5 | 0.4% | $1,763 | 加仓 |
| EMB | ISHARES TR | $42.73万 | 0.05% | 4,430 | -1,970 | -30.8% | -$19.00万 | 减仓 |
| UNP | UNION PAC CORP | $41.92万 | 0.05% | 1,541 | 1,541 | — | $41.92万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $40.88万 | 0.05% | 1,249 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $40.08万 | 0.05% | 15,707 | -1,962 | -11.1% | -$5.01万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $37.37万 | 0.05% | 5,170 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $36.69万 | 0.04% | 6,148 | -2,612 | -29.8% | -$15.59万 | 减仓 |
| AVGO | BROADCOM INC | $36.26万 | 0.04% | 960 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $36.14万 | 0.04% | 2,278 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $35.48万 | 0.04% | 17,317 | 17,317 | — | $35.48万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $35.43万 | 0.04% | 1,047 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $35.23万 | 0.04% | 3,004 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $33.67万 | 0.04% | 16,097 | -17,938 | -52.7% | -$37.53万 | 减仓 |
| IFRA | ISHARES TR | $32.98万 | 0.04% | 5,231 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $31.66万 | 0.04% | 2,695 | -749 | -21.7% | -$8.80万 | 减仓 |
| VLUE | ISHARES TR | $31.51万 | 0.04% | 1,577 | 15 | 1.0% | $2,997 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $31.40万 | 0.04% | 5,002 | -2,269 | -31.2% | -$14.24万 | 减仓 |
| EFA | ISHARES TR | $30.93万 | 0.04% | 2,977 | -1,700 | -36.3% | -$17.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.51万 | 0.04% | 1,162 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.84万 | 0.03% | 662 | 662 | — | $27.84万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.74万 | 0.03% | 1,674 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $27.39万 | 0.03% | 7,355 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $27.21万 | 0.03% | 2,817 | 7 | 0.2% | $676 | 加仓 |
| ICVT | ISHARES TR | $26.99万 | 0.03% | 2,217 | -2,980 | -57.3% | -$36.28万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.37万 | 0.03% | 526 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $26.17万 | 0.03% | 1,098 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $25.72万 | 0.03% | 6,324 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON HOLDINGS | $25.49万 | 0.03% | 4,776 | 866 | 22.1% | $4.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.81万 | 0.03% | 3,483 | 3 | 0.1% | $214 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $24.35万 | 0.03% | 2,931 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $24.21万 | 0.03% | 2,367 | -728 | -23.5% | -$7.45万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $24.13万 | 0.03% | 624 | -70 | -10.1% | -$2.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.23万 | 0.03% | 1,584 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $22.74万 | 0.03% | 502 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $22.67万 | 0.03% | 4,831 | -31 | -0.6% | -$1,455 | 减仓 |
| NVDA | NVIDIA CORPORATION | $22.63万 | 0.03% | 1,131 | -474 | -29.5% | -$9.48万 | 重新持有 |
| EDV | VANGUARD WORLD FD | $22.22万 | 0.03% | 3,414 | -1,350 | -28.3% | -$8.79万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $21.34万 | 0.03% | 6,725 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $20.40万 | 0.02% | 170 | 170 | — | $20.40万 | 新建仓 |
| XEL | XCEL ENERGY INC | $20.04万 | 0.02% | 2,496 | 2,496 | — | $20.04万 | 新建仓 |
| RC | READY CAPITAL CORP | $2.84万 | 0.00% | 16,218 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -16,413 | -100.0% | -$111.84万 | 清仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -9,092 | -100.0% | -$24.76万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -788 | -100.0% | -$23.27万 | 清仓 |